Amy Yan Email & Phone Number

Coordinator of Client-Site Services @ KLAAS FINANCIAL ASSET ADVISORS, LLC.

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Amy Yan Location

Madison, WI, US

Amy Yan Work

2024 - now Coordinator of Client-Site Services @ KLAAS FINANCIAL ASSET ADVISORS, LLC.
2023 - 2023 Administrative Assistant @ CCL Management LLC
2022 - 2023 Sales Coordinator @ GF Management
View Department

2019 - 2022 Receptionist @ The Psychology Center SC

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Amy Yan Education

Edgewood College
Bachelor of Science - BS (EDUCATION)

Amy Yan Summary

Amy Yan, based in Madison, WI, US, is currently a Coordinator of Client-Site Services at KLAAS FINANCIAL ASSET ADVISORS, LLC.. Amy Yan brings experience from previous roles at CCL Management LLC, GF Hotels & Resorts and The Psychology Center SC. Amy Yan holds a Bachelor of Science - BS in EDUCATION @ Edgewood College. Amy Yan has 1 emails on RocketReach.

Amy Yan Emails

Found 1 emails

@klaasfinancial.com

Amy Yan Phone Numbers

Found 3 phone numbers

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Top KLAAS FINANCIAL ASSET ADVISORS, LLC. Employees

Maleeah Cuevas

Chairman of the Board, Director of Marketing, Investment Adviser Representative at KLAAS FINANCIAL ASSET ADVISORS, LLC.

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Michael Schlimgen

Investment Advisor Representative at KLAAS FINANCIAL ASSET ADVISORS, LLC.

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Alyssa Ebert

Investment Advisor Representative at KLAAS FINANCIAL ASSET ADVISORS, LLC.

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